If you’re not reinvesting dividends, you can have them paid out automatically to your bank account. See how to set it up in Fidelity and Merrill Edge.
Is Morningstar Losing Relevance In An Indexing World?
Morningstar’s data and ratings on mutual funds aren’t that useful when you invest in index funds.
Schwab Intelligent Portfolios: Primary and Alternate ETFs
Schwab Intelligent Portfolios will use Schwab ETFs as the primary ETFs in most asset classes.
Schwab Intelligent Portfolios: The True Cost of A Cash Drag
The true cost of holding cash in Schwab Intelligent Portfolios is much lower than what you are led to believe.
Traditional >= Roth >= Taxable
A taxable account should still be the last resort. Max out all tax-advantaged accounts before investing in a taxable account.
Schwab Intelligent Portfolios: "Holding Cash Is Good For You"
Schwab Intelligent Portfolios feature a higher-than-usual allocation to cash. They also place more emphasis on fundamental indexing.
Young Investor: OK to Invest 100% In Stocks?
Why does Vanguard put people into 90% in stocks in the first 15 years in its target date funds? Is there a big difference between investing 90% in stocks and investing 100% in stocks?
Change Your Cost Basis Method From Average Cost To Specific Identification
Vanguard, Fidelity, and Schwab default cost basis tracking method to average cost for mutual funds. Here’s how you can change it to specific identification to minimize taxes.
Rebalancing: Sell High, Buy Higher
Rebalancing between stocks and fixed income isn’t buy low sell high. Most likely you will sell high buy higher.
Bonds Had Good Returns: Wrong In CDs?
Bonds had surprisingly good returns in the first half of 2014. However, you are still better off in CDs.
Online Investment Management: Wealthfront, Betterment, Personal Capital
Review online investment management services by Wealthfront, Betterment, and Personal Capital. How do these compare with a target date fund from Vanguard?
Insights From How America Saves 2014
Interesting tidbits from a Vanguard report covering 3 million 401k participants. See where you stand.